Abound Wealth Management’s Innospec IOSP Stock Holding History

Abound Wealth Management’s Portfolio IOSP Stock Details IOSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2	Closed	-$147	–	1473
2026 Q1	$147	Hold	2	–	–	﹤0.01%	1324
2025 Q4	$154	Hold	2	–	–	﹤0.01%	1281
2025 Q3	$155	Hold	2	–	–	﹤0.01%	1212
2025 Q2	$169	Hold	2	–	–	﹤0.01%	1105
2025 Q1	$190	Hold	2	–	–	﹤0.01%	1004
2024 Q4	$221	Hold	2	–	–	﹤0.01%	1016
2024 Q3	$227	Sell	2 -3	-60%	-$349	﹤0.01%	1091
2024 Q2	$618	Hold	5	–	–	﹤0.01%	773
2024 Q1	$645	Hold	5	–	–	﹤0.01%	827
2023 Q4	$617	Hold	5	–	–	﹤0.01%	870
2023 Q3	$511	Hold	5	–	–	﹤0.01%	803
2023 Q2	$503	Buy	+5	New	+$501	﹤0.01%	839

Other funds holding IOSP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return